How do I save and reuse message templates?
Pre-write the emails and texts you send most often, then drop them in with one click.
Open Templates from the sidebar and pick the template type you want (Email for full HTML emails, SMS for outbound texts, or Message for longer-form notes). Click "New template," give it a name, write the subject and body, and use merge tags like {{contact.first_name}} or {{opportunity.name}} to personalize the message at send time.
When composing an email or text, open the template picker and choose the template. The subject, body, and recipients (if the template includes a saved recipient list) are filled in automatically, and you can still edit anything before sending. Templates can be edited at any time and updates apply to future sends only.
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